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Rank #51 of 69 by 3-year alpha vs SPY · mechanically replicating this book, rebalanced at filing dates
A strong clone record is a track record, not a forecast — tested across a decade it doesn't reliably repeat. See what actually holds up →
Markel's $11.9B insurance float portfolio barely moved — BRK, GOOG, BN and DE anchor a 129-name buy-and-hold book. The only real prints: UNH cut 29%, SPGI trimmed 22%, small adds to railroads (CSX +21%). Baby-Berkshire behavior, as designed.
Generated quarterly from the filing data itself — holdings, changes, sector mix and clone-performance rank. Not investment advice.
Tom Gayner is the chief executive and longtime investment chief of Markel Group, an insurance-and-investment holding company often called a 'baby Berkshire.' He compounds Markel's insurance float into a low-turnover portfolio of high-quality, durable businesses.
$529.09M
4.4% of portfolio
David Tepper
Terry Smith